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When our advisors succeed, we succeed. That’s what happened in 2013, as assets under custody at Trust Company of America grew to a record $13.2 billion on an increase in new client arrangements and rapid growth of current RIA clients.

The RIA Roadshow took its inaugural program to six cities in 2013, with great results. A total of 86% of attendees at the Pittsburgh event said they were extremely or very likely to recommend future Roadshow events to other advisory firms.

Do you work with multiple people in the same family? Do any of your family clients have multiple accounts? Have you ever wished you could view all of the account information for a household in one convenient, easy-to-navigate menu?

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